MB6-898 – Configure compensation information
Mar08

MB6-898 – Configure compensation information

The third part of Set Up and Use the Talent Application (25 – 30%) is Set Up and manage benefit information: Describe examples of fixed and variable compensation plansUse recommendations with compensationReview and make changes to compensation plansDefine mandatory confirmation for compensation plansDescribe the range utilization matrixDefine reference pointsCreate compensation gridsDefine… Continue Reading Malin Donoso...

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Dynamics 365F&O – Enabling new hidden functionality (SYSFlighting)
Mar07

Dynamics 365F&O – Enabling new hidden functionality (SYSFlighting)

With Dynamics 365 version 10, the innovation wave from Microsoft is continuing to accelerate. All customer will use the same base source code of the Dynamics 365 solution, and it will be maintained and updated every month. But for many customers, stability also have its value. New functionality every month is not always what existing customers want to implement. New functionality could… Continue Reading Kurt Hatlevik’s...

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MB6-898 Maintain dependents and beneficiary information
Mar07

MB6-898 Maintain dependents and beneficiary information

To maintain dependents and beneficiary information you go to the personnel management workspace and find the worker you want to edit. Under the tab profile and subsection Personal information you find personal contacts. Personnel management personal contacts When you click on personal contacts you get a list of the personal contacts that’s registered on the worker (if there are any).

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MB6-898 Enroll mass workers in a benefit
Mar06

MB6-898 Enroll mass workers in a benefit

To enroll several workers in a benefit you first to to the benefit workspace and find the benefit you want to enroll workers in. In the action pane in the Benefit you click “Enroll in benefit” Enroll workers in benefit You first need to select a coverage start date and end date (which you can set to never) and then add one or more workers. To add workers you click “+ Add”. When… Continue Reading Malin...

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MB6-898 Enroll a single worker in a benefit
Mar05

MB6-898 Enroll a single worker in a benefit

To enroll a singel worker in a benefit you find the person you want to enroll, there are two ways to do that: Enroll through the personnel management workspace- links – employeesEnroll through the People workspace – … (more) – Enroll in benefit Enroll through the personnel management workspace First you find the person you want to enroll in a benefit, then you click “Enroll in… Continue Reading...

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Things to Watch Out For When Developing D365FO Security Through the User Interface
Mar04

Things to Watch Out For When Developing D365FO Security Through the User Interface

There are a couple questions I get/issues I see quite often around setting up security in the D365FO user interface so I figured I would make a post around things to watch out for. Security is still hierarchy based, and needs to be created in that way One of the things I’ve seen done quite often is a user trying to set up security where they assign just the access type to an object that a… Continue Reading Alex’s...

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MB6-898 Process eligibility rules for workers
Mar04

MB6-898 Process eligibility rules for workers

The first thing you need to do to process eligibility rules is to create an eligibility event, when you have created that you click process in the action pane. Eligibility event page When you click process, a new tab on the left side will open. Where you can see how many workers and benefits there is to process and the dates. Process eligibility When you press ok, you start the… Continue Reading Malin Donoso Martnes’s...

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Microsoft Partner awards 2018
Mar01

Microsoft Partner awards 2018

Yesterday I attended the Microsoft Partner awards in Norway. I was nominated in the category “Driving Force/ Enthusiast 2018” With so many skilled people nominated I was totally flabbergasted to be among the three finalists! A huge thanks to Point Taken AS and Thomas Sandsør for the nomination, believing in me and pushing me forward And congratulations to Ida Bergum with a well deserved… Continue Reading Malin Donoso...

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MB6-898 Define eligibility rules
Feb28

MB6-898 Define eligibility rules

Benefit eligibility is the set of rules that defines whom of your workers can receive a benefit. Before you define eligibility, you must set up the eligibility policy rule types and the policies. Benefit eligibility policy rule types define the document and query parameters that are used in specific policy rules. The rule types let you set a rule name, description, query name and… Continue Reading Malin Donoso Martnes’s...

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Dynamics AX = Denis Macchinetti: DevOps Build Issue
Feb27

Dynamics AX = Denis Macchinetti: DevOps Build Issue

Hi,During an Azure DevOps Build, I raised the error “Giving up. Received a null descriptor for the form FORMNAME” for different Custom Forms.Running the Build from Visual Studio in the same Machine, any issues!Really Strange!!Let’s start the game!!!Thanks to MS Yammer and to Joris de Gruyter, I figure out the origin of the issue but no the real cause.However, it seems that the compiler… Continue Reading Denis...

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MB6-898 Configure benefit elements
Feb27

MB6-898 Configure benefit elements

The benefit elements contain types, plans and options. When you set up the benefit types, you give them a name and a description. You also decide the concurrent enrollment type, they can be one or multiple enrollments per type, and set the payroll category. Benefit types setup The benefit plans you register the name of the plan, the description and the type of plan. When you register… Continue Reading Malin Donoso...

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SMS Integration with Dynamics 365
Feb26

SMS Integration with Dynamics 365

Westwood Software Limited has developed a workflow to send SMS to your customers from Dynamics 365 customer engagement platform. Read our blog to see how easy it is to send SMS from Dynamics 365 – https://bit.ly/2VrGq0X  

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MB6-898 Describe the various types of benefits
Feb26

MB6-898 Describe the various types of benefits

The benefit types can be medical, vision, dental, retirement and so forth. Benefit types In the benefit form there are two important fields. Concurrent enrollment with one or multiple enrollments per type. This is where you define how many plans a worker can enroll in for that specific plan. Payroll category usually defines how the benefit contribution or deduction for the… Continue Reading Malin Donoso Martnes’s Article...

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MB6-898 Describe the difference between benefits and benefit elements
Feb25

MB6-898 Describe the difference between benefits and benefit elements

Benefit management You have three benefit elements. Benefit types are the different types of benefits you can use in a benefit Benefit types Benefit options are the coverage levels allowed by a benefit plan. For example 3x salary. Benefit options Benefit plans are a specific benefit that a provider is contracted to offer. Benefit plans If you combine these three… Continue Reading Malin Donoso Martnes’s Article on their...

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Dynamics 365 for Finance & Operations and Azure DevOps (part II)
Feb23

Dynamics 365 for Finance & Operations and Azure DevOps (part II)

In the first part of this post I wrote about Azure DevOps value and how to set it up in MSDyn365FO. I want to start this second part with a little rant. As I said in the first part, those who have been working with AX for several years were used to not using version-control systems. MSDyn365FO has taken us to uncharted territory, so it is not uncommon for different teams to work in different… Continue Reading Adrià’s...

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MB6-898 Explore the Benefit management workspace
Feb22

MB6-898 Explore the Benefit management workspace

In the top bar of the benefit management workspace you have four numbers and three tabs. The four numbers are count of: No enrollmentsExpiring this yearEligibility overridesTotal Benefit management workspace – top line The benefit management workspace contains three tabs; Benefits with the full list of all the registered benefits. You can also register new benefits and new… Continue Reading Malin Donoso Martnes’s...

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MB6-898 Set Up and manage benefit information
Feb21

MB6-898 Set Up and manage benefit information

The second part of Set Up and Use the Talent Application (25 – 30%) is Set Up and manage benefit information: Explore the Benefit management workspaceDescribe the difference between benefits and benefit elementsDescribe the various types of benefitsConfigure benefit elementsDefine eligibility rulesProcess eligibility rules for workersEnroll a single worker in a benefitEnroll mass workers in… Continue Reading Malin Donoso...

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MB6-898 Enter worker details
Feb20

MB6-898 Enter worker details

To enter the details about a worker you could use the Excel Add-in, or you can open the worker in the personnel management – links – employees, finding the worker you want to enter details about, click the edit button and then enter the worker details Employee site When you open the employee you can se the details and enter new details in edit mode. Editable employee Continue Reading Malin Donoso Martnes’s Article on...

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Extensible Data Security (XDS) Framework in D365FO
Feb20

Extensible Data Security (XDS) Framework in D365FO

The Extensible Data Security (XDS) framework is a feature in D365FO and AX 2012 that allows users to supplement role based security and allow access to tables to be restricted by a policy. This feature was an evolution of the record-level security that existed in previous versions of Dynamics AX. In simple terms, XDS is placing a WHERE (or ON) statement on any SQL SELECT, UPDATE, DELETE, or… Continue Reading Alex’s Article...

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The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)
Feb20

The One Simple Thing That Changed My Mind about Cloud Software (and Might Change Yours, Too!)

What’s the big deal about the cloud? I admit it. I’ve never been gung-ho about cloud software. I know it probably sounds odd considering I make my… Continue Reading Peter Wolf’s Article on their blog

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Near real-time replenishment in Dynamics 365 F&O
Feb20

Near real-time replenishment in Dynamics 365 F&O

There is a lot of good stuff on the horizon for Dynamics 365. I highly recommend that you check out the following article of some new planning services that will come in the April 2019 release. Planning service – Release Notes A hyper-scalable multitenant real-time distribution requirement planning service. The service enables companies to maintain a dynamic plan that’s close to real time and supports high data volume....

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MB6-898 Hire and retire a worker
Feb19

MB6-898 Hire and retire a worker

There are three ways you can get an worker in Talent and hire them. Hire someone with AttractImport them through the Excel add-inCreate them in Core HR You can create a new worker from the activity tab in personnel management when you click + Hire employee. Personnel management page If you go to the positions page and find the position you want to hire a person to, you get the… Continue Reading Malin Donoso Martnes’s...

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MB6-898 Identify key configurations for human resources
Feb18

MB6-898 Identify key configurations for human resources

There are several key configurations human resources should do in Dynamics 365 for Talent. LinkedIn integration Why is the integration to LinkedIn so important? There are three main reasons: Help candidates. To ease the application for candidates -let LinkedIn complete their profile.Help recruiters. Post jobs on LinkedIn and search for new candidates.Help new employees. With the… Continue Reading Malin Donoso Martnes’s...

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Dynamics 365 for Finance & Operations and Azure DevOps (part I)
Feb17

Dynamics 365 for Finance & Operations and Azure DevOps (part I)

One of the major changes we got with Dynamics 365 has been the mandatory use of a source control system. In older versions we had MorphX VCS for AX 2009 and the option to use TFS in AX 2009 and AX 2012 (and there’s training available about this on El rincón Dynamics, in Spanish), but it wasn’t mandatory. Actually, always from my experience, I think most of projects used no source control… Continue Reading...

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Dynamics AX = Denis Macchinetti: Unable to Handle the OAuth authorization request without getting user Input
Feb16

Dynamics AX = Denis Macchinetti: Unable to Handle the OAuth authorization request without getting user Input

Hi,Also in a Microsoft Dynamics 365 for Finance & Operations On Premise Implementation we can use Microsoft Office add-ins in order to editing ERP Data.Error: Unable to Handle the OAuth authorization request without getting user InputResolution: go through AD FS Management Console Edit the “Microsoft Dynamics 365 for Operations – Web API” entry Identifiers Section On the “Relyng party… Continue...

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Unresponsive builds in Azure DevOps
Feb15

Unresponsive builds in Azure DevOps

It is possible that after queuing a new build, the job won’t start. It won’t be possible to cancel it either, and nothing will change after rebooting the build server VM. This can be an unusual case but it’s not something impossible. The build server Even though the build machine is exactly as a developer box it really isn’t. It has Visual Studio installed in it, the AosService folder… Continue Reading Adrià’s Article on...

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MB6-898 Define parameters and shared parameters for human resources
Feb15

MB6-898 Define parameters and shared parameters for human resources

Personnel management – Human resources parameters and shared parameters The human resources parameters contain a key set of parameters you need to set for each company, this contains; General contain information about:Affordable care actInjury and illnessHire workerRecent hires date rangeView exiting workers date rangeExited workers date rangTermination defaultsAddress changeExpiring… Continue Reading Malin Donoso...

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The mystery of the non-filtering query
Feb14

The mystery of the non-filtering query

There’s no mystery here but a misperception. Recently, a colleague found a little issue when using an AOT query to feed a view with a range dynamically filtered using a SysQueryRangeUtil method. Recreating the issue The query is pretty simple, only showing ledger transaction data from the GeneralJournalEntry and GeneralJournalAccountEntry tables. A range in the Ledger field from the… Continue Reading Adrià’s Article on...

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MB6-898 Configure and loan equipment to workers
Feb14

MB6-898 Configure and loan equipment to workers

Loan items Loan items Before you can register loaned equipment to workers you have to set up loan types and loan items. First you set up loan types, which is how you can classify the items. Types can be cell phone, access card, PC. Loan types Then you set up loan items, which are the specific items you are loaning out. Here you set the status and connect it to a loan type and… Continue Reading Malin Donoso Martnes’s...

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New Features coming to Dynamics 365 for Finance and Operations in April 2019
Feb14

New Features coming to Dynamics 365 for Finance and Operations in April 2019

New Features in Dynamics 365 for Finance and Operations ” Incremental Group Dynamics 365 for Finance and Operations falls into Microsoft’s 6 monthly release cycle (October and April). During these releases Microsoft provides a range of updates to the platform. These updates include new features, bug fixes, updates to the UI and more. Here is a summary of the changes coming to Dynamics 365 for Finance and Operations in...

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Dynamics 365 for Finance and Operations licencing explained
Feb14

Dynamics 365 for Finance and Operations licencing explained

Dynamics 365 for Finance and Operations licencing ” Incremental Group Dynamics 365 for Finance and Operations is the replacement product for Dynamics AX. It is Microsoft’s leading ERP solution and it combines finance and operations in a single unified application. In this article we explain the licence options available for Dynamics 365 for Finance and...

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MB6-898 Configure prerequisites for positions and jobs
Feb13

MB6-898 Configure prerequisites for positions and jobs

You are creating a new job in Talent, but what should you set up before you set up the job? You can create the job without creating many of these points, but if you want to utilize the full use of Talent, you should set up most of the competency setup (under Employee development): Competency setup Skill types is the way you organize and classify the skills you set up. Skill… Continue Reading Malin Donoso Martnes’s Article...

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Setting up Release Pipeline in Azure DevOps for Dynamics 365 for Finance and Operations
Feb13

Setting up Release Pipeline in Azure DevOps for Dynamics 365 for Finance and Operations

Let’s go… Some weeks ago, the release pipeline extension for #MSDyn365FO was published in Azure DevOps Marketplace, taking us closer to the continuous integration scenario. While we wait for the official documentation we can check the notes on the announcement, and I’ve written a step by step guide to set it up on our projects. To configure the release pipeline, we need: AAD app… Continue Reading Adrià’s...

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Speaking: User Group Summit Europe
Feb12

Speaking: User Group Summit Europe

27. – 29. March you will find me at the User Group Summit in Amsterdam – I’m spreading the good word about Dynamics 365 for Talent with my presentation: How Microsoft Talent can Digitize a Forgotten HR Department Hear me speak! There are some fantastic people presenting at the Summit, so be sure to be there! I urge everyone to sign up for the User Group Summit!OR for the Power… Continue Reading Malin Donoso...

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MB6-898 Enable and use Worker actions and Position actions
Feb11

MB6-898 Enable and use Worker actions and Position actions

To use personnel actions you first need to activate worker and or positions actions in the human resources shared parameters -> personnel actions. Human resources shared parameters personnel actions When you have activated the actions, you can go to personnel management and see the activated actions types or add new personnel action types. Personnel action types To create a new… Continue Reading Malin Donoso Martnes’s...

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Configuring Azure AD Group Security in D365FO
Feb11

Configuring Azure AD Group Security in D365FO

In AX 2012 you had the ability to use Active Directory groups to help manage security within the application. The basic setup behind this was that you would: Create an AD group and put in the AX users you wanted to be controlled by that group Create the AD group within AX, that group would basically act as a user within the application Then create the users of that group as users within the… Continue Reading Alex’s Article...

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Retail Enterprise Architecture mapping using ArchiMate and ARDOQ
Feb10

Retail Enterprise Architecture mapping using ArchiMate and ARDOQ

The warning; The blog post is High Level, but the benefits can be mind-blowing. Enterprise Architecture is about understanding and change. In today’s business, change is everywhere and the essential part to survive. But change is not easy. To have insights and understanding of your own organization is essential for change and risk assessment. Understanding how people, processes and… Continue Reading Kurt Hatlevik’s Article...

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MB6-898 Explain Personnel actions
Feb08

MB6-898 Explain Personnel actions

You use personnel actions to accumulate a list of historical records for all worker or position actions. It’s used if you want to keep a list of changes made on positions or on workers. There are two types of personnel actions; Worker actions Position actions When you use personnel actions, you can log changes such as when you hire or fire a worker, when a worker changes position,… Continue Reading Malin Donoso...

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MB6-898 Create and assign positions to workers
Feb07

MB6-898 Create and assign positions to workers

Read about what positions and jobs are and how they are connected to each other. To create a position, you go to the position page in the organization administration and click the new button if you want to create one from scratch, or the copy position if you wish to make a copy of an existing position. Create new position As a position is connected to a job, you always need to… Continue Reading Malin Donoso Martnes’s...

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Smart IT Services Firms Seize Opportunity with Microsoft Business Applications
Feb07

Smart IT Services Firms Seize Opportunity with Microsoft Business Applications

As Microsoft moves to the cloud, opportunity abounds “Accelerating the ISV Opportunity” by Steven “Guggs” Guggenheimer came across my LinkedIn feed recently, and it’s certainly worthy of a read for all of us in the Microsoft Channel—whether you… Continue Reading Peter Wolf’s Article on their blog

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MB6-898 Set up and manage jobs
Feb06

MB6-898 Set up and manage jobs

You can create a new job or manage existing jobs from Organization administration -> Jobs or via the Excel add-in. The more information you register, the easier it is to create positions later. You can also copy jobs from another job or a template and se the changes made on the job. Copy job The sections in a job is: The General tab has name, short description of the job, a… Continue Reading Malin Donoso Martnes’s...

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Presenting Upcoming User Group Sessions and Academy Classes
Feb05

Presenting Upcoming User Group Sessions and Academy Classes

The month of March will be very busy for myself and other colleagues at Fastpath as we will presenting sessions at Dynamics Communities conferences as well as leading an academy session. Academy Class – March 4th This Dynamics Communities academy class will be a complete overview of D365FO security and starting from a beginner level and going to advanced. It will be done over the course of 4… Continue Reading Alex’s...

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Set up Business Events with Microsoft Flow – Finance & Operations
Feb05

Set up Business Events with Microsoft Flow – Finance & Operations

With version 10 coming in April, fifteen (15) application events from Procure to Pay and Quote to Cash will be available out of the box in Dynamics 365 for Finance and Operations. They promise to be a powerful addition enabling self service for certain events, and better cloud integration by triggering an integration instead of periodically checking if something had been posted. … Continue Reading Dag Calafell, III’s...

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Dynamics AX = Denis Macchinetti: 8.1.3 Platform Update 23 Installation Issue
Feb01

Dynamics AX = Denis Macchinetti: 8.1.3 Platform Update 23 Installation Issue

Hi all,in the last days I tried to install the 8.1.3 Platform Update 23 version on my F&O LBD Environment but I raised some error.Really thank you to Mohamed Zaki and Renaud Paquay for helping me to address the resolution.AOS Application Error: Application: AXBootstrapper.exeFramework Version: v4.0.30319Description: The application requested process termination through… Continue Reading Denis Macchinetti’s Article on...

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MPOS – Open full (kiosk) screen mode when having dual display
Jan31

MPOS – Open full (kiosk) screen mode when having dual display

For a retailer, every saved “click” is appreciated, and the ability to remove any noise appreciated. When starting MPOS in maximum mode, you will often see that you have a title bar at the top, and the app-bar at the bottom. In windows 10 you can also use the “tablet-mode” to get the MPOS into full screen mode. BUT! If you have a dual display setup, it the tablet mode does not… Continue Reading Kurt Hatlevik’s Article on...

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Automated Role Access Testing Using the SysTestSecurityAttribute in D365FO
Jan31

Automated Role Access Testing Using the SysTestSecurityAttribute in D365FO

With the push in D365FO for automating everything from deployment to servicing to testing one of the questions I’ve heard numerous times is how do you perform/is it possible to perform automated role access testing? This comes into play for a number of reasons: With the quick releases of Microsoft D365FO I need a way to quickly ensure that my custom roles have the correct access even after… Continue Reading Alex’s...

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Project budgets and cost control in Dynamics 365 FinOps
Jan30

Project budgets and cost control in Dynamics 365 FinOps

Continue Reading noreply@blogger.com (Sarang Kusare)’s Article on their blog

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Identify Merge Candidates Efficiently in Azure DevOps Version Control
Jan26

Identify Merge Candidates Efficiently in Azure DevOps Version Control

Which branches have changes which need to be merged?I am currently on a project with a large development team. Some of the developers are learning how to code X++, so one feature can turn into six check ins. Therefore, I needed a way to review all non-promoted changes before I rolled out the next release. I can check using Visual Studio with four clicks, but I have to check twenty or so… Continue Reading Dag Calafell,...

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Table Permission Framework in D365FO
Jan24

Table Permission Framework in D365FO

In the past, I’ve written about the Table Permission Framework functionality within D365FO but recently I’ve had numerous examples of this causing D365FO users issues when setting up security. Because of this, I wanted to write about it again to explain how the feature works, how to troubleshoot security errors caused by the TPF, and how to remediate it. Table Permission Framework (TPF)… Continue Reading Alex’s...

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Certificates Rotation on a Dynamics 365 for Finance & Operations On-premise Environment
Jan24

Certificates Rotation on a Dynamics 365 for Finance & Operations On-premise Environment

Hi Guys.Today I noticed that also on a LBD Environment is possible to handle the Certificates rotation!Comparing with the Cloud, in a LBD implementation is a manual task, but now is possible to do it without modify the Configtemplate file, delete the Environment, etc.Simply go through LCS Environment Full Details, Maintain, Update Settings Enjoy! Continue Reading Denis Macchinetti’s Article on their blog

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